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General
Getting Started
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13 articles in this collection
Written by
Alexander Hayden
How to Log in to RealScale
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Written by
Alexander Hayden
Updated over a week ago
Default Dates
Presave Custom Default Dates for Transactions
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Written by
Alexander Hayden
Updated over a week ago
Auto Emails
Setting up review request and quality control auto-emails in RealScale
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Written by
Alexander Hayden
Updated over a week ago
1099 Reports
Get a summary of all payments to agents and payees for your 1099 Report
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Written by
Alexander Hayden
Updated over a week ago
How to Add/Change/Delete Lead Sources
Configuring lead sources in Realscale including adding, deleting, and editing them. Comparing income through different Lead Sources
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Written by
Alexander Hayden
Updated over a week ago
How to Add/Delete/Deactivate/Edit Users
Adding and managing the company's Realscale account users
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Written by
Alexander Hayden
Updated over a week ago
User Access Roles/Permissions
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Written by
Alexander Hayden
Updated over a week ago
How to Change Required Documents
Managing the list of required documents for your transactions
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Written by
Alexander Hayden
Updated over a week ago
Integrating Your Email with RealScale
Here's how to use RealScale's email integration.
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Written by
Alexander Hayden
Updated over a week ago
How to Add/Edit/Remove Documents on a Transaction
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Written by
Alexander Hayden
Updated over a week ago
FollowUpBoss Integration
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Written by
Alexander Hayden
Updated over a week ago
How to Generate a CDA
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Written by
Alexander Hayden
Updated over a week ago
How to Upload Company Documents
Managing company docs, including uploading new, editing, downloading and removing them
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Written by
Alexander Hayden
Updated over a week ago